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Duke Energy
DUK

Overview Fund Activity

2,223 hedge funds and large institutions have $62.4B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,012 increasing their positions, 729 reducing their positions, and 114 closing their positions.

Holders
2,223
Holders Change
-12
Holders Change %
-0.54%
% of All Funds
29.85%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
152
Increased
1,012
Reduced
729
Closed
114
Calls
$580M
Puts
$353M
Net Calls
+$226M
Net Calls Change
-$309M

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.88B
2
UBS AM
2
UBS AM
Illinois
$583M
3
LWANC
3
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.93B
5
State Street
5
State Street
Massachusetts
$4.92B

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$103M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.56B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.03B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$85.7M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$209M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
101
Advisors Capital Management
New Jersey
$61.5M 520,847 +26,009 +5%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$60.5M 512,629 +21,233 +4%
FWIA
103
Fort Washington Investment Advisors
Ohio
$59.7M 505,512 -48,561 -9%
BC
104
Brookfield Corp
Ontario, Canada
$59.3M 502,957 -225,071 -31%
ORIO
105
Old Republic International (ORI)
Illinois
$58.1M 492,231 – –
ACG
106
Aventail Capital Group
New York
$57.6M 488,341 +488,341 New
SEI Investments
107
SEI Investments
Pennsylvania
$55.6M 471,152 +16,798 +4%
Canada Life
108
Canada Life
Manitoba, Canada
$54.1M 458,088 +34,834 +8%
Prudential Financial
109
Prudential Financial
New Jersey
$54M 457,393 +36,498 +9%
Allspring Global Investments
110
Allspring Global Investments
North Carolina
$52.4M 440,624 -117,727 -21%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$51.7M 437,782 +18,910 +5%
BGIM
112
Brandywine Global Investment Management
Pennsylvania
$51.3M 434,508 -10,540 -2%
EIP
113
Epoch Investment Partners
New York
$50.1M 424,783 -19,818 -4%
T. Rowe Price Investment Management
114
T. Rowe Price Investment Management
Maryland
$49.5M 419,702 +10,772 +3%
VDI
115
Vaughan David Investments
Illinois
$49.3M 417,544 +3,532 +0.9%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$49.1M 416,143 -17,330 -4%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$48.9M 414,551 +33,435 +9%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$48.8M 413,454 +4,766 +1%
Jennison Associates
119
Jennison Associates
New York
$48.8M 413,178 +413,178 New
US Bancorp
120
US Bancorp
Minnesota
$48.3M 409,075 +12,715 +3%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$47.9M 406,305 +94,095 +30%
Pictet Asset Management
122
Pictet Asset Management
Switzerland
$46M 389,923 +32,405 +9%
ZIG
123
Zurich Insurance Group
Switzerland
$45.3M 384,287 -671,195 -64%
Asset Management One
124
Asset Management One
Japan
$44.9M 380,420 +2,515 +0.7%
M&T Bank
125
M&T Bank
New York
$43.6M 369,776 +33,457 +10%
3 4
5
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